Mascoma Wealth Management’s Stem STEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-31
| Closed | -$2.62K | – | 659 |
|
|
2023
Q1 | $2.62K | Hold |
31
| – | – | ﹤0.01% | 534 |
|
|
2022
Q4 | $5.54K | Hold |
31
| – | – | ﹤0.01% | 480 |
|
|
2022
Q3 | $8K | Hold |
31
| – | – | ﹤0.01% | 438 |
|
|
2022
Q2 | $4K | Buy |
+31
| New | +$4K | ﹤0.01% | 529 |
|
|
2022
Q1 | – | Sell |
-10
| Closed | -$4K | – | 608 |
|
|
2021
Q4 | $4K | Buy |
+10
| New | +$4K | ﹤0.01% | 474 |
|